Allworth Financial’s Grifois GRFS Stock Holding History

Allworth Financial’s Portfolio GRFS Stock Details GRFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65.6K	Buy	8,175 +102	+1%	+$899	﹤0.01%	2130
2025 Q4	$75.5K	Buy	8,073 +1,096	+16%	+$9.97K	﹤0.01%	1928
2025 Q3	$69.5K	Buy	6,977 +80	+1%	+$800	﹤0.01%	1894
2025 Q2	$62.3K	Buy	6,897 +221	+3%	+$1.73K	﹤0.01%	1818
2025 Q1	$47.9K	Buy	6,676 +1,094	+20%	+$8.25K	﹤0.01%	1570
2024 Q4	$41.3K	Buy	5,582 +172	+3%	+$1.44K	﹤0.01%	1673
2024 Q3	$48K	Sell	5,410 -629	-10%	-$5.12K	﹤0.01%	1435
2024 Q2	$48.8K	Buy	6,039 +3,091	+105%	+$21.5K	﹤0.01%	1401
2024 Q1	$19.7K	Buy	2,948 +712	+32%	+$5.56K	﹤0.01%	1783
2023 Q4	$25.8K	Hold	2,236	–	–	﹤0.01%	1502
2023 Q3	$20.4K	Buy	2,236 +2,158	+2,767%	+$21.1K	﹤0.01%	1499
2023 Q2	$715	Hold	78	–	–	﹤0.01%	2823
2023 Q1	$575	Buy	+78	New	+$676	﹤0.01%	2815
2022 Q4	–	Sell	-86	Closed	-$1K	–	3081
2022 Q3	$1K	Sell	86 -3	-3%	-$27	﹤0.01%	2393
2022 Q2	$1K	Buy	+89	New	+$1.06K	﹤0.01%	2160
2021 Q1	–	Sell	-6	Closed	–	–	1543
2020 Q4	$0	Buy	+6	New	+$111	﹤0.01%	1385

Other funds holding GRFS

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return